AUMdb

Boa Retirement Savings Plan

Sponsored by Boa Technology Inc. · EIN 841473751 · Plan #001

Total assets
$21.2M
Net assets
$21.2M
Active participants
140
With balances
184

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rt Jones Capital Equities Mgmt Inc Investment advisory (participants), Investment advisory (plan), Investment management $5,740
American United Life Insurance Co Recordkeeping, Participant loan processing, Participant communication $304